Broad Peak Investment Management Ltd

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Winnebago Industries, Inc.
WGO
$64.95M3877,678+19.95%+$10.8M12.22
H World Group Limited
HTHT
$54.52M0.431.41M+3.53%+$1.86M10.26
TAL Education Group
TAL
$17.49M0.241.54MNew+$17.49M3.29
Yum China Holdings, Inc.
YUMC
$31.36M0.2788,041-54.79%-$38M5.9
Las Vegas Sands Corp.
LVS
$76.08M0.21.47M+26.15%+$15.77M14.32
Celestica Inc.
CLS
$10.1M0.19224,645New+$10.1M1.9
New Oriental Education & Technology Group Inc.
EDU
$19.42M0.14223,650New+$19.42M3.65
DoorDash, Inc.
DASH
$57.43M0.1417,000+16.81%+$8.26M10.81
Skechers U.S.A., Inc.
SKX
$9.27M0.1151,304-84.42%-$50.21M1.74
Take-Two Interactive Software, Inc.
TTWO
$14.34M0.0696,580-56.4%-$18.55M2.7
NetEase, Inc.
NTES
$34.66M0.05335,000New+$34.66M6.52
Dell Technologies Inc.
DELL
$30.92M0.04271,000New+$30.92M5.82
Toll Brothers, Inc.
TOL
$2.83M0.0221,892-39.84%-$1.88M0.53
LGI Homes, Inc.
LGIH
$465,480.000.024,000-40.3%-$314,199.000.09
PulteGroup, Inc.
PHM
$3.2M0.0126,500-39.91%-$2.12M0.6
Taylor Morrison Home Corporation
TMHC
$806,842.000.0112,978-39.01%-$516,010.830.15
NVR, Inc.
NVR
$2.55M0.01315-38.84%-$1.62M0.48
Tri Pointe Homes, Inc.
TPH
$317,012.000.018,200-40.58%-$216,496.000.06
D.R. Horton, Inc.
DHI
$2.5M0.0115,200-39.92%-$1.66M0.47
NVIDIA Corporation
NVDA
$96.23M<0.01106,5000%+$018.11
Lennar Corporation
LEN
$1.96M<0.0111,400-52.5%-$2.17M0.37